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AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

OZF_WORKSHEET_LINES is a Trade Management (OZF) transactional table in Oracle E-Business Suite 12.1.1 and 12.2.2. It stores the individual discount line records that make up a worksheet, which is the promotional planning construct used by Trade Management to model offers, accruals, and settlement activity across a customer or product hierarchy. Each row represents one discount definition or condition belonging to a worksheet header, capturing the arithmetic rule, product or product-attribute qualifier, volume or value thresholds, and financial values needed to evaluate the offer.

From a Data Vault modeling perspective, the metadata's heuristic classification is a link. The table exists primarily to associate a worksheet header with the detail-level attributes of a promotion line, and it carries a foreign key relationship back to OZF_WORKSHEET_HEADERS_B. That classification is a suggestion derived from the foreign key structure rather than an Oracle-documented designation; in a conventional relational model the table functions as a child detail entity of the worksheet header.

Key Information Stored

The table is owned by the OZF schema and contains 38 documented columns. The most significant are:

Common Use Cases and Queries

Typical reporting retrieves all lines for a worksheet, reconciles forecasted versus committed volumes, or validates that discount rules do not exceed order and customer thresholds. A common pattern joins the line to its header on WORKSHEET_HEADER_ID:

  • Line-level detail extraction: SELECT l.worksheet_line_id, l.worksheet_header_id, l.offer_type, l.list_price, l.quantity, l.forecasted_units FROM ozf.ozf_worksheet_lines l WHERE l.worksheet_header_id = :p_header_id;
  • Header context join: ... FROM ozf.ozf_worksheet_lines l, ozf.ozf_worksheet_headers_b h WHERE l.worksheet_header_id = h.worksheet_header_id AND h.worksheet_header_id = :p_header_id;
  • Threshold exception reporting: filter on MAX_UNITS_PER_ORDER, MAX_ORDERS_PER_CUSTOMER, or MAX_COMMITTED_AMT_PER_RULE to surface offers with unusually tight caps.
  • Hierarchy traversal: use PARENT_WORKSHEET_LINE_ID to reproduce nested line structures for a worksheet.
  • Retail margin analysis: compare DESIRED_RETAIL_PRICE, RETAILERS_MARGIN, and ITEM_COST to evaluate promotional profitability.

Because the table is transactional and carries OBJECT_VERSION_NUMBER, extracts used for downstream analytics should be date-filtered on LAST_UPDATE_DATE to keep incremental loads stable.

Related Objects

  • OZF_WORKSHEET_HEADERS_B — parent header table; joined on WORKSHEET_HEADERS_B.WORKSHEET_HEADER_ID = OZF_WORKSHEET_LINES.WORKSHEET_HEADER_ID. This is the only documented foreign key relationship and the principal dependency.
  • OZF_WORKSHEET_LINES (self) — referenced through PARENT_WORKSHEET_LINE_ID for line hierarchies.
  • OZF_WORKSHEET_LINES_PK — the primary key constraint on WORKSHEET_LINE_ID, used to enforce and locate individual lines.
  • OZF_WORKSHEET_LINES_U1 — unique index on WORKSHEET_LINE_ID and the documented business-key candidate.
  • Trade Management worksheet maintenance and offer evaluation logic — the OZF module's promotion and accrual processes read these lines when qualifying transactions and computing accruals against a worksheet.

The metadata supplied documents only the header relationship and the primary key constraint, so any further dependencies should be confirmed against the deployed 12.1.1 or 12.2.2 schema before being relied upon.